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Portfolio (Quarterly) Guide ↗

Silver Grove Financial Group, Inc.

· CIK 0002111172
13F Portfolio $124M AUM 646 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 392 New 50 Added 39 Reduced 10 Exited
Page 23 of 26  ·  515 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SPEM State Street SPDR Portfolio Emerging Markets ETF 26.0 $1K 0.00% NEW $47.08 +8.5%
442 ADBE ADOBE INC Technology 5.0 $1K 0.00% NEW $243.00 +0.5%
443 SPIB ST STR SPDR INTERMED ETF 35.0 $1K 0.00% NEW $33.54 -0.6%
444 YETI YETI HOLDINGS Consumer Cyclical 32.0 $1K 0.00% NEW $36.59 +22.1%
445 GWW GRAINGER W W Industrials 1.0 $1K 0.00% NEW $1091.00 +13.6%
446 SNA SNAP ON Industrials 3.0 $1K 0.00% NEW $363.33 -0.9%
447 MRK MERCK & COMPANY Healthcare 9.0 $1K 0.00% NEW $120.33 -3.7%
448 GTIP Goldman Sachs Access Inflation Protected USD Bond ETF 21.0 $1K 0.00% NEW $49.38 -0.4%
449 CBSH COMMERCE BANCSHARES Financial Services 21.0 $1K 0.00% NEW $49.19 +6.1%
450 GSJY Goldman Sachs ActiveBeta Japan Equity ETF 21.0 $1K 0.00% NEW $47.95 +7.2%
451 DXCM DEXCOM INC Healthcare 16.0 $1K 0.00% NEW $62.81 +14.5%
452 EVEREST GROUP 3.0 $981.0 0.00% NEW $327.00
453 RTX RTX CORP Industrials 5.0 $965.0 0.00% NEW $193.00 -9.4%
454 TFC TRUIST FINANCIAL Financial Services 21.0 $965.0 0.00% NEW $45.95 +4.5%
455 LMBS FIRST TRUST 19.0 $946.0 0.00% NEW $49.79 -0.3%
456 KHC KRAFT HEINZ Consumer Defensive 41.0 $922.0 0.00% NEW $22.49 +4.7%
457 GSSC Goldman Sachs ActiveBeta US Small Cap Equity ETF 12.0 $913.0 0.00% NEW $76.08 +9.1%
458 ARRY ARRAY TECHNOLOGIES Energy 125.0 $904.0 0.00% NEW $7.23 +13.4%
459 TRV TRAVELERS COS Financial Services 3.0 $875.0 0.00% NEW $291.67 +5.2%
460 RJF RAYMOND JAMES Financial Services 6.0 $869.0 0.00% NEW $144.83 +5.0%
Page 23 of 26  ·  515 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.3%
Financial Services 22.0%
Communication Services 9.9%
Consumer Cyclical 8.9%
Industrials 6.4%
Energy 5.9%
Consumer Defensive 5.3%
Healthcare 4.3%
Real Estate 1.3%
Utilities 1.0%